Carmen E. Garza

2017Annual

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Pull out the substance of this filing.

What was filed

  • 127

    investments

  • 0

    positions

  • 1

    gifts

  • 2

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Umversaty of Southern Califorma
  • Quicken Loans

As filed

Fort Bliss Federal Credit Union accounts — Interest

First American Bank accounts — None

Rental property #1, Las Cruces, NM purchase 2000-5125,000 — Rent

Rental property #2, Las Cruces purchase 2008-5240.000 — Reat

Time share property, San Diego, Ca, purchase 2005-55,0000 — None

Frankin Mutual Global Discovery — Int/Div

AB Intermediate Diversified Municipal — None

AT&T — Int/Div — Buy

Abbott Laboratories — Int/Div — Buy

Abbott Laboratories — Sold (part)

Abbott Laboratories — Sold (part)

Accenture PIC — Int/Div — Buy

Alps Alerian Mip ETF — None — Buy

Alps Alerian Mip ETF — Buy (add'l)

Altra Group Inc — Int/Div — Buy

American Express — None — Buy

American Express — Sold (part)

American Express — Sold (part)

American Express — Sold

American Fund High (Hich formerly ) Income — None

Apple Inc — Int/Div — Buy

Arthur J. Gallagher & Co — Int/Div — Buy

BB& T Comp — Int/Div — Buy

BCE Inc — Int/Div — Buy

Beckton Dickinson & Co. — Int/Div — Buy

Blackrock Equity — Int/Div

Blackrock National Municipal — Int/Div

American Fund Capital World Bond {formerly Capital World Bond) — None — Sold

CBA Aggressive Growth — Int/Div

Chevron Corporation — Int/Div — Buy

Chevron Corporation — Buy (add'l)

Cisco Systems Inc — Int/Div — Buy

Coca Cola Company — Int/Div — Buy

Colgate-Palmolive — Int/Div — Buy

CVS Health Corp — None — Buy

CVS Health Corp — Buy (add'l)

CVS Health Corp — Buy (add'l)

Deere & Co — None — Buy

Deere & Co — Sold (part)

Deere & Co — Sold (part)

Diageo Plc — Int/Div — Buy

Diageo Plc — Sold (part)

Dimensional DFA Intl Value Fd — Int/Div — Sold

Dodge & Cox Stock — Int/Div — Sold

American Fund Europacific (formerly Europacific Growth) — Int/Div — Sold

Eversource Energy — Int/Div — Buy

Exxon Mobile Corp — Int/Div — Buy

Exxon Mobile Corp — Buy (add'l)

Franklin Fed Int-Term T/F Inc — None

Frunklin Mutual Shares C1 Z — Int/Div — Sold

Amencan Fundamental Investors Fund (Formerly Fundamental Investors) — Int/Div

General Electric — None — Buy

General Electric — Buy (add'l)

General Electric — Sold

Genuine Parts Co — Int/Div — Buy

Harbor Capital Appreciation — Int/Div

Hartford Dividend and Growth — Int/Div

IBM Corp — None — Buy

IBM Corp — Buy (add'l)

Intel Corporation — Int/Div — Buy

Invesco Comstock — Int/Div

Invesco International Growth — Int/Div

shares Interm Credit — Int/Div — Buy

shares MBS ETF Iv — None — Buy

Ishares MSC Eafe Value — Int/Div

shares 1-3 Year Credit — None — Buy

shares 1-3 Year Credit — Sold (part)

shares 1-3 Year Credit — Sold (part)

Shares 3-7 Year Credit — Int/Div — Buy

Shares 3-7 Year Credit — Sold

JH Disciplined Value Mid Cap — Int/Div — Sold

Johnson & Johnson — Int/Div — Buy

JP Morgan Chase & Co — Int/Div — Buy

Leggett & Platt Inc — None — Buy

Leggett & Platt Inc — Sold (part)

Leggett & Platt Inc — Sold (part)

Leggett & Platt Inc — Sold (part)

Leggett & Platt Inc — Sold (part)

Lockheed Martin Corp — Int/Div — Buy

Lowes Companies Inc — Int/Div — Buy

Mainstay leap Select Equity — Int/Div — Sold

Metropolitan West Tul Ret Bd — None — Sold

MFS Growth Fund — Int/Div — Sold

MFS International Value — Int/Div — Sold

Microsoft Corp — Int/Div — Buy

Nestle SA — Int/Div — Buy

Novartis AG — Int/Div — Buy

Occidental Petrol Co — Int/Div — Buy

Ommicom Group Inc — None — Buy

Ommicom Group Inc — Buy (add'l)

Oracle Corporation — Int/Div — Buy

Parker-Hannifin Corp — Int/Div — Buy

Phzer Incorporated — Int/Div — Buy

Philip Morris Intl — None — Buy

Pimco Total Return IV — None — Sold

PPG Industries Inc — Int/Div — Buy

Proctor & Gamble — Int/Div — Buy

Prudential High-Yield — Int/Div — Sold

Prudential Jennison Mid Cap (formerly Perkins Mid Cap Value) — Int/Div — Sold

Raytheon Company — Int/Div — Buy

Raytheon Company — Sold (part)

Siemens — Int/Div — Buy

Siemens — Sold

Spdr Blmbrg Brely — None — Buy

Spdr Short Term — None — Buy

Starbucks Corp — None — Buy

T Rowe Inst] Lrge Cp Gr — Int/Div — Sold

T Rowe Price Intl Discovery — Int/Div — Sold

T Rowe Price Group — Int/Div — Buy

T Rowe Intl Stock (converted to T Rowe Intl Stock Fd — Int/Div — Sold

American Fd. Tax Exempt Bd. (formerly Tax Exempt Bd.) — None

Texas Instruments — Int/Div — Buy

Thomburg Limited Term Muni — None

TIX Companies Inc — Distribution — Buy

TIX Companies Inc — Buy (add'l)

United Technologies — Int/Div — Buy

Vanguard FTSE Dev. Mkts — Int/Div

Vanguard Small Cap Growth ETF — Int/Div

Vanguard Intermediate — Int/Div — Buy

Vanguard Small Cap Value — Int/Div

Verizon Communicatn — Int/Div — Buy

VF Corporation — Int/Div — Buy

Victory Sycamore Small Co C1 1 — Int/Div — Sold

Watso Inc — Int/Div — Buy

Wells Fargo Bk NA — Int/Div — Buy

Wells Fargo SH Term Mun Bd converted toWells Fargo S/T Mun Bond CIA) — None

IM Company — Int/Div — Buy

Gift — Umversaty of Southern Califorma — Round trip airline ticket from Los Angeles, California to Honolulu, Hawaii, Nov, 2017 — $800.00

Agreement — 2017 — Carmen E. Garza, Single Investment Account from former self employment

Agreement — 2017 — Carmen E. Garza, Traditional Individual Retirement Account from former self employment

Liability — Quicken Loans — mortgage on real property (rental #2)

In December, 2016 | transferred all of my investments from Edward Jones to Charles Schwab.

1 have found 3 errors on my last financial disclosure report. First, 1 acually sold all of my Columbia Acorn International stock on June 16, 2016, | earned a

dividend amount code B. The value code was J,

Additionally, I listed Blackrock Equity and Blackrock National twice. They should have only been listed once.

Finally, Edward Jones transferred cash from my IRA to Schwab, Schwab re-invested it in various stocks on March 3, 2017

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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